Generate Sales Insight Metrics
Use the Generate Sales Insight Metrics scheduled process to generate object-level metrics for sales insights. This scheduled process calculates and stores the metrics for each insight using the historical data in the application.
When to Use
This scheduled process:
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Is part of the Sales Insights feature and is expected to run at least once in a week for the desired results.
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Doesn't depend on any other process.
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Is used to process the past data in the application for each insight and thereby generates the metrics for Sales Insights.
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Is used to generate the object level averages for Sales Insights. So, more the frequency of schedule, the higher is the accuracy.
Privileges Required
Verify that you have the following privileges:
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ZCA_SALES_INSIGHTS_JOB_PRIV
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FUSION_APPS_CRM_ESS_APPID
Verify that you have the following roles:
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Sales Administrator
Before You Start
Review the following before scheduling this scheduled process:
Recommended Frequency:
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Run this scheduled process on regular intervals, for example, every week.
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Run this scheduled process preferably at a time when normal operations are less, for example midnight.
Execution Time:
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Less than a minute to process one data record.
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Less than 5 minutes to process 200K records.
Compatibility:
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Multiple instances of this scheduled process can't be run in parallel. All instances except the currently running instance are automatically moved to blocked status until the running process is completed.
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This process is self-incompatible and incompatible with other Sales Insights scheduled processes such as Generate Sales Insight Facts, Generate Sales Insight Facts Using Signals, and so on.
Parameters
None.
Troubleshooting Information
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This scheduled process is a background activity. Hence there is no notification on completion. But the process completion status can be monitored in the Scheduled Process page.
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This scheduled process is idempotent and hence a failed process doesn't affect the future run. No cleanup is required before restart.
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The metrics data can be verified using the Metrics REST Endpoints. For more information about the REST API, see the Related Topics section.